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Full timeFinance

Tax Director, Family Office

Selby JenningsBaltimore, MD🇺🇸United States

Quick overview

SeniorityLeader
Employment typeFull Time
Work modeHybrid
LocationBaltimore, MD, United States
CFACPACash Flow ManagementFinancial Analysis

Job description


Director, Family Office Services Responsibilities
  • Serve as the lead relationship manager for ultra-high-net-worth families.
  • Develop and oversee customized family office service plans.
  • Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.
  • Coordinate and manage relationships with attorneys, CPAs, investment advisors, trustees, and other external professionals.
  • Review complex personal financial statements, net worth reports, and family office reporting packages.
  • Oversee household finances, family entities, trusts, and special purpose investment structures.
  • Lead complex client projects, including business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
  • Identify planning opportunities and proactively address client needs.
  • Mentor and develop managers and junior staff members.
  • Participate in business development and referral source relationship management.
  • Assist in establishing best practices, operating procedures, and service standards across the family office platform.

Director, Family Office Services Qualifications
  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
  • Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
  • Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
  • Strong leadership experience managing teams and client relationships.
  • Proven ability to oversee complex financial situations involving multiple entities and stakeholders.
  • Excellent communication and presentation skills.
  • Advanced financial analysis and reporting capabilities.
  • CPA, CFP, CFA, JD, or equivalent professional credential strongly preferred.
  • Experience developing and maintaining referral networks and professional advisor relationships preferred.

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